乔治白所属申万行业为：纺织服饰-服装家纺-非运动服装。所属概念板块包括：微盘股、小盘、低价、 增持回购、壳资源等。 截至8月20日，乔治白股东户数1.69万，较上期增加1.10%；人均流通股24535股，较上期减少1.09%。 2025年1月-6月，乔治白实现营业收入5.24亿元，同比增长1.46%；归母净利润1455.92万元，同比减少 68.09%。 分红方面，乔治白A股上市后累计派现6.92亿元。近三年，累计派现1.74亿元。 责任编辑：小浪快报 8月27日，乔治白盘中下跌2.07%，截至10:15，报4.74元/股，成交2466.97万元，换手率1.25%，总市值 23.93亿元。 资金流向方面，主力资金净流出185.70万元，特大单买入0.00元，占比0.00%，卖出158.76万元，占比 6.44%；大单买入307.18万元，占比12.45%，卖出334.12万元，占比13.54%。 乔治白今年以来股价涨8.22%，近5个交易日跌2.47%，近20日跌1.86%，近60日涨3.72%。 资料显示，浙江乔治白服饰股份有限公司位于浙江省平阳县昆阳镇平瑞公路588号，成立日期2001年7月 31日，上市 ...

机构持仓方面，截止2025年3月31日，九牧王十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股911.53万股，相比上期增加137.62万股。 责任编辑：小浪快报 资料显示，九牧王股份有限公司位于福建省厦门市思明区宜兰路1号，成立日期2004年3月11日，上市日 期2011年5月30日，公司主营业务涉及男士商务休闲品牌服饰的生产和销售。主营业务收入构成为：男 裤47.78%，茄克25.75%，T恤10.80%，衬衫9.56%，西装4.29%，其他0.98%，其他(补充)0.84%。 截至3月31日，九牧王股东户数1.42万，较上期减少2.10%；人均流通股40481股，较上期增加2.14%。 2025年1月-3月，九牧王实现营业收入8.95亿元，同比减少4.76%；归母净利润1.92亿元，同比增长 77.25%。 分红方面，九牧王A股上市后累计派现50.90亿元。近三年，累计派现4.02亿元。 8月25日，九牧王涨0.11%，成交额5207.24万元。两融数据显示，当日九牧王获融资买入额815.35万 元，融资偿还650.27万元，融资净买入165.08万元。截至8月25日，九牧王融资融券余额合 ...

以下文章来源于金融八卦女频道 ，作者身披铠甲的方方 原本一碗面的小事，瞬间变成品牌危机现场—一边是网友的吃瓜心理，一边是品牌形象的无辜牵连，七匹狼不得不在风口浪尖上应对。 此外，这并不是七匹狼唯一的"烦恼"，更大的问题其实藏在2025年的半年报里。 01 七匹狼半年报亮红灯 净利润下滑比腰斩还多 七匹狼，1990年创立于福建晋江，之前那可是国民男装界的"扛把子"。 金融八卦女频道 . 有深度、有温度、有态度，在这里读懂财富。 文丨金融八卦女 特约作者：身披铠甲的方方 最近，河南郑州的"一碗面"火了—火得连国民男装品牌七匹狼都被卷了进来。 事情是这样的：8月16日，涉事面馆老板在短视频里调侃7位要求"续面"的顾客为"七匹狼"，没想到网友们脑洞大开，直接把七匹狼品牌拉进了舆论旋涡。 到了8月18日，诸多网友涌入七匹狼官方直播间，高喊"不给起诉面馆就不买衣服"，客服在直播间苦口婆心劝理性，但效果显然有限。 ▲七匹狼直播间 来源：小红书 "茄克=七匹狼"几乎成了一代人的消费共识，那句广告词——"男人不只一面，品格始终如一"——更是洗脑，穿上七匹狼茄克就像加了"狼性Buff"，立刻切 换到战斗模式。靠着这股劲儿，它连续 ...

文丨金融八卦女特约作者：身披铠甲的方方 · · · 最近，河南郑州的"一碗面"火了—火得连国民男装品牌七匹狼都被卷了进来。 原本一碗面的小事，瞬间变成品牌危机现场—一边是网友的吃瓜心理，一边是品牌形象的无辜牵连，七 匹狼不得不在风口浪尖上应对。此外，这并不是七匹狼唯一的"烦恼"，更大的问题其实藏在2025年的半 年报里。 事情是这样的：8月16日，涉事面馆老板在短视频里调侃7位要求"续面"的顾客为"七匹狼"，没想到网友 们脑洞大开，直接把七匹狼品牌拉进了舆论旋涡。到了8月18日，诸多网友涌入七匹狼官方直播间，高 喊"不给起诉面馆就不买衣服"，客服在直播间苦口婆心劝理性，但效果显然有限。 ▲七匹狼 直播间 来源：小红书 原本一碗面的小事，瞬间变成品牌危机现场—一边是网友的吃瓜心理，一边是品牌形象的无辜牵连，七 匹狼不得不在风口浪尖上应对。 此外，这并不是七匹狼唯一的"烦恼"，更大的问题其实藏在2025年的半年报里。 七匹狼，1990年创立于福建晋江，之前那可是国民男装界的"扛把子"。 "茄克=七匹狼"几乎成了一代人的消费共识，那句广告词——"男人不只一面，品格始终如一"——更是 洗脑，穿上七匹狼茄克就像加了"狼 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company completed the acquisition of Woolrich in the first half of 2025 and is awaiting the realization of strategic expenditures to deliver long-term benefits [5] - The company's revenue and profit were under pressure due to unmet revenue expectations and increased expenses for achieving long-term strategic goals [7] - The domestic market remains the core market for the company, with good growth in categories such as jackets and shoes [7] - The company has a solid foundation in men's apparel and multi-brand operations, which are expected to support steady growth [7] Financial Summary - Revenue for 2023 is projected at 5,254 million RMB, with a year-on-year growth rate of 21.82%. However, a decline of 1.91% is expected in 2024 [6] - The net profit attributable to the parent company is forecasted to be 698 million RMB in 2023, with a significant drop of 29.07% in 2024 [6] - Earnings per share (EPS) is expected to decrease from 0.48 RMB in 2023 to 0.34 RMB in 2024 [6] - The company’s return on equity (ROE) is projected to decline from 16.07% in 2023 to 11.33% in 2024 [6] Revenue Breakdown - In the first half of 2025, the company achieved revenue of 2.391 billion RMB, a year-on-year decrease of 3.58% [7] - The domestic sales accounted for 99.45% of total revenue, while export revenue was only 0.55% [7] - The jacket and shoe categories showed good growth, with revenues of 229 million RMB and 50 million RMB, respectively, representing year-on-year increases of 15.72% and 16.61% [7] Store Expansion - As of the first half of 2025, the company had a total of 837 direct-operated stores and 578 franchised stores, with a net addition of 8 franchised stores during the period [7] - The average sales per direct-operated store that has been open for over 12 months was 1.1984 million RMB [7]

Core Viewpoint - The investment business of Jomoo King, exceeding 2 billion, appears to be intertwined with the actual controller and his daughter's external companies, raising concerns about potential profit transfer risks and the safety of the company's funds [1] Group 1: Company Overview - Jomoo King's main business is the production and sale of men's pants and business casual clothing, with men's pants accounting for about half of its revenue [1] - The company has maintained the largest market share in the domestic men's pants market for 25 consecutive years [1] Group 2: Financial Performance - In 2024, Jomoo King's revenue was 3.181 billion, a year-on-year increase of 4.13%, while the net profit attributable to the parent company was 176 million, a decrease of 7.86% [13] - The company has experienced a significant increase in sales expenses, which rose by 24.2% to 1.39 billion in 2024, outpacing revenue growth [13] - The company’s cash dividend payout ratio has been exceptionally high, reaching 163.94% at its peak, indicating that it has distributed more than its annual profits [7] Group 3: Investment Business - As of the end of 2024, the company held various financial assets, including bonds, deposits, stocks, and private equity investments, with a total balance of 12.77 billion in other assets [3] - The company’s investment activities are closely linked to its actual controller and related parties, raising regulatory concerns about fund safety [4] - The company has faced continuous losses in fair value changes related to its investment business, with losses of 1.69 billion, 1.16 billion, and 585.6 million from 2022 to 2024, respectively [17] Group 4: Governance and Control - The actual controller of Jomoo King, Lin Congying, controls 53.73% of the company's shares through Jomoo International Investment [4] - The company has been required by regulators to disclose detailed information regarding its private equity investments and their relationship with the controlling shareholder [10]

Investment Rating - The report maintains a "Buy" rating for the company with a target price of 4.40 RMB [8][9]. Core Views - The company reported a revenue of 5.15 billion RMB in 2024, a year-on-year decrease of 1.9%, and a net profit of 490 million RMB, down 29.1% year-on-year, slightly below previous expectations [1]. - The company is expected to recover growth through refined management, strict control of terminal discounts, and channel expansion, alongside the acquisition of the Woolrich brand to enhance its multi-brand strategy [1][5]. - The company's gross margin increased by 0.3 percentage points to 65.0% in 2024, attributed to a higher proportion of T-shirts, wool sweaters, and jackets, as well as strict control over retail discounts [3]. Summary by Sections Financial Performance - In Q1 2025, the company achieved a revenue of 1.3 billion RMB, a decrease of 3.7% year-on-year, with a net profit of 170 million RMB, down 31.9% year-on-year [1]. - The proposed dividend for 2024 is 0.05 RMB per share, with a payout ratio of approximately 35.4% [1]. Brand Performance - Revenue for the main brands in 2024 showed mixed results: Baoxiniang down 8.4% to 1.59 billion RMB, Haggis up 1.3% to 1.78 billion RMB, Le Fei Ye up 28.0% to 350 million RMB, and Baoniao down 2.9% to 1.01 billion RMB [2]. - The company is actively responding to external challenges by enhancing brand promotion and optimizing channel structures [2]. Cost and Margin Analysis - Sales expense ratio increased by 2.7 percentage points to 41.3%, primarily due to increased advertising and sales personnel costs [3]. - The net profit margin decreased by 3.7 percentage points to 9.6% in 2024, with expectations for recovery in 2025 [3]. Operational Efficiency - Inventory turnover days increased by 9 days to 235 days due to slower terminal sales [4]. - Cash and cash equivalents increased by 7.1% to 2.03 billion RMB, providing sufficient support for stable development [4]. Acquisition and Strategic Outlook - The company acquired the global intellectual property rights of the Woolrich brand (excluding Europe) for 384 million RMB, aiming to enhance its brand matrix and international presence [4]. - Profit forecasts for 2025 and 2026 have been adjusted to 590 million RMB and 680 million RMB, respectively, with a new forecast for 2027 set at 740 million RMB [5].